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Allstate
ALL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1301
Transamerica Financial Advisors
Florida
$58K +$54.3K +306 New
TFIPS
1302
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54K +$20.4K +115 +68%
VWM
1303
Valley Wealth Managers
New Jersey
$53.7K – – –
BC
1304
Barrett & Company
Rhode Island
$52.2K – – –
BGAI
1305
Bruce G. Allen Investments
Colorado
$49.9K -$3.37K -19 -7%
FCT
1306
First Community Trust
Iowa
$48.4K -$17.8K -100 -28%
PWMG
1307
Prestige Wealth Management Group
New Jersey
$48.2K – – –
CSC
1308
Caldwell Sutter Capital
California
$47.4K – – –
CFD
1309
Creative Financial Designs
Indiana
$46.5K – – –
CWP
1310
Concord Wealth Partners
Virginia
$46.2K -$2.66K -15 -6%
FDCP
1311
Foster Dykema Cabot & Partners
Massachusetts
$45.7K -$888 -5 -2%
AAP
1312
Arax Advisory Partners
Colorado
$44.8K -$1.78K -10 -4%
VWM
1313
Venturi Wealth Management
Texas
$43.8K +$3.2K +18 +8%
HIIFS
1314
Harel Insurance Investments & Financial Services
Israel
$42K – – –
PWMG
1315
Private Wealth Management Group
New Jersey
$41.9K +$8.17K +46 +26%
CPG
1316
Cornerstone Planning Group
New Jersey
$40.5K +$355 +2 +0.9%
W
1317
WealthCollab
Washington
$39.1K – – –
OA
1318
Operose Advisors
Wisconsin
$38.5K – – –
FMII
1319
Farmers & Merchants Investments Inc
Nebraska
$38.1K – – –
AW
1320
Avion Wealth
Texas
$38K +$1.07K +6 +3%
AP
1321
Atwood & Palmer
Missouri
$37.9K – – –
BC
1322
Broadwater Capital
Massachusetts
$37.9K – – –
PAI
1323
Pittenger & Anderson Inc
Nebraska
$37.9K – – –
BFPW
1324
BOK Financial Private Wealth
Colorado
$35.1K – – –
GG
1325
Gleason Group
Kentucky
$34.7K +$178 +1 +0.5%
51 52
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